The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ADVANCED DRAIN SYS INC DEL COM 00790R104 107,246 3,756,420 SH   DFND 1,2 3,756,420 0 0
AMAZON COM INC COM 023135106 162,623 95,672 SH   DFND 1,2 95,672 0 0
BOOKING HLDGS INC COM 09857L108 78,428 38,690 SH   DFND 1,2 38,690 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 167,047 569,719 SH   DFND 1,2 569,719 0 0
EQUINIX INC COM PAR $0.001 29444U700 59,342 138,041 SH   DFND 1,2 138,041 0 0
GUIDEWIRE SOFTWARE INC COM 40171V100 66,938 753,972 SH   DFND 1,2 753,972 0 0
LIBERTY BROADBAND CORP COM SER C 530307305 80,378 1,061,521 SH   DFND 1,2 1,061,521 0 0
LIBERTY GLOBAL PLC SHS CL A G5480U104 8,293 301,118 SH   DFND 1,2 301,118 0 0
LIBERTY GLOBAL PLC SHS CL C G5480U120 103,417 3,886,407 SH   DFND 1,2 3,886,407 0 0
LIBERTY MEDIA CORP DELAWARE COM SER C FRMLA 531229854 104,653 2,818,550 SH   DFND 1,2 2,818,550 0 0
MPLX LP COM UNIT REP LTD 55336V100 184,865 5,414,914 SH   DFND 1,2 5,414,914 0 0
REALPAGE INC COM 75606N109 152,045 2,759,436 SH   DFND 1,2 2,759,436 0 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104 159,138 963,769 SH   DFND 1,2 963,769 0 0
TRANSDIGM GROUP INC COM 893641100 622,232 1,802,838 SH   DFND 1,2 1,802,838 0 0
TYLER TECHNOLOGIES INC COM 902252105 151,434 681,829 SH   DFND 1,2 681,829 0 0
VISA INC COM CL A 92826C839 190,635 1,439,298 SH   DFND 1,2 1,439,298 0 0